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Foundry Financial Group’s Broadcom AVGO Stock Holding History

Foundry Financial Group’s Portfolio AVGO Stock Details AVGO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$496K Buy
1,312
+15
+1% +$6.01K 0.21% 46
2026
Q1 		$401K Buy
1,297
+94
+8% +$30.9K 0.2% 46
2025
Q4 		$416K Buy
1,203
+136
+13% +$48.6K 0.21% 45
2025
Q3 		$352K Sell
1,067
-24
-2% -$7.36K 0.18% 48
2025
Q2 		$301K Buy
+1,091
New +$237K 0.17% 49
2025
Q1 		– Sell
-1,066
Closed -$247K – 59
2024
Q4 		$247K Buy
+1,066
New +$197K 0.15% 52

Other funds holding AVGO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Foundry Financial Group's AVGO Position: Q2 2026 in Review

Foundry Financial Group increased its Broadcom (AVGO) stake by 1.2% in Q2 2026, buying an estimated $6.01K and bringing the position to 1,312 shares worth $496K. The position accounts for 0.21% of the portfolio, ranked #46.

Foundry Financial Group first reported a position in AVGO in Q4 2024 and has held it in 6 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Foundry Financial Group held 1,312 shares of Broadcom worth $496K as of Q2 2026.
  • Foundry Financial Group bought 15 Broadcom shares in Q2 2026, an estimated $6.01K.
  • Broadcom made up 0.21% of Foundry Financial Group's portfolio in Q2 2026, its #46 holding.
  • Foundry Financial Group first reported a position in Broadcom in Q4 2024 and has held it in 6 quarters since.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Foundry Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.